央行连续第10个月增持黄金！三分钟看完周末发生了什么

Market Overview - Global major asset performance showed mixed results, with the Mexican MXX index leading with a gain of 3.02% [2] - The North Stock Exchange 50 index performed well, increasing by 2.79%, while the A-share market experienced a decline [3] - The U.S. stock market indices showed volatility, with expectations for interest rate cuts rising due to slower-than-expected job growth in August [2][3] Industry Performance - The power equipment sector led the weekly gains with a rise of 7.4%, while the defense and military sector saw a significant decline of 10.3% [4] - The comprehensive sector and non-ferrous metals also performed well, with increases of 5.4% and 2.1% respectively [4] - The overall market saw more declines than gains among the 31 sectors, indicating a rotation in industry performance [4] Key Industry Developments - The power equipment sector is benefiting from policies aimed at enhancing energy storage capabilities, with significant progress in solid-state battery technology [5] - The non-ferrous metals sector, particularly lithium and cobalt, is experiencing a tightening supply situation, which may lead to price increases in the medium term [5] Strategy Insights - The market is currently in a phase of adjustment, with a focus on identifying new catalysts and mainline indices for potential upward movement [6][7] - The solid-state battery and power equipment sectors are highlighted as high-potential areas due to their current market momentum and structural changes [7] Macro Economic News - China's foreign exchange reserves increased to $332.22 billion by the end of August, marking a rise of 0.91% from the previous month [8] - The U.S. labor market showed signs of significant deterioration, with only 22,000 jobs added in August, prompting increased bets on rapid interest rate cuts by the Federal Reserve [8]